How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to CoreCap Advisors,

13F Portfolio OverlapQ1 2026CoreCap Advisors, portfolio →

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Most similar hedge funds by 13F overlap

CoreCap Advisors, LLC is an institutional investor managing $3.4B across 3,174 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CoreCap Advisors, are LAUREL OAK WEALTH ,, THEORY FINANCIAL, New England Private Wealth Advisors, with shared positions in $LEN, $MAR, $BRZE, $DDOG, $KKR, $WT. The full ranking of 25 similar funds is below.

#1LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$LEN $MAR $BRZE $DDOG $KKR $WT

$595M

360 positions

#2THEORY FINANCIAL LLCPassive

Some overlap · 6 shared positions

$LEN $MAR $BRZE $DDOG $WT $GLDM

$285M

94 positions

#3New England Private Wealth Advisors LLCActive

Slight overlap · 5 shared positions

$GLDM $MAR $BRZE $KKR $WT

$866M

194 positions

#4TRB Wealth Management, LLCPassive

Slight overlap · 6 shared positions

$BRZE $DDOG $KKR $FLEX $WT $PM

$704M

285 positions

#5Magnolia Private Wealth, LLCPassive

Slight overlap · 5 shared positions

$GLDM $BRZE $DDOG $WT $PM

$150M

134 positions

#6Patten Group, Inc.Passive

Slight overlap · 5 shared positions

$GLDM $MAR $KKR $WT $GLW

$575M

296 positions

#7Vermillion Wealth Management, Inc.Passive

Slight overlap · 5 shared positions

$MAR $BRZE $DDOG $GLDM $KKR

$255M

1,563 positions

#8PFG AdvisorsPassive

Slight overlap · 5 shared positions

$GLDM $BRZE $DDOG $KKR $WT

$2.1B

788 positions

#9Ballast Rock Private Wealth LLCPassive

Slight overlap · 5 shared positions

$LEN $BRZE $DDOG $KKR $WT

$181M

177 positions

#10Breakwater Investment ManagementPassive

Slight overlap · 6 shared positions

$BRZE $DDOG $TKO $KKR $WT $MAR

$269M

506 positions

#11Equitable Holdings, Inc.Passive

Slight overlap · 5 shared positions

$GLDM $MAR $BRZE $KKR $WT

$15.5B

1,689 positions

#12Collaborative Wealth Managment Inc.Passive

Slight overlap · 5 shared positions

$GLDM $KKR $MAR $WT $FCFS

$218M

162 positions

#13Daviman Financial, LLCPassive

Slight overlap · 4 shared positions

$GLDM $LEN $BRZE $WT

$169M

84 positions

#14McNaughton Wealth Management, LLCActive

Slight overlap · 4 shared positions

$GLDM $MAR $DDOG $KKR

$242M

70 positions

#15Main Street Financial Solutions, LLC

Slight overlap · 4 shared positions

$GLDM $MAR $BRZE $WT

$1.3B

560 positions

#16Integrity Wealth Solutions LLCPassive

Slight overlap · 4 shared positions

$GLDM $BRZE $DDOG $KKR

$255M

130 positions

#17COLLECTIVE FAMILY OFFICE LLCPassive

Slight overlap · 4 shared positions

$GLDM $BRZE $DDOG $KKR

$444M

156 positions

#18OMNI 360 Wealth, Inc.Passive

Slight overlap · 5 shared positions

$DDOG $GLDM $LEN $KKR $WT

$194M

125 positions

#19Stratos Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$GLDM $LEN $MAR $WT

$1.6B

609 positions

#20GSG Advisors LLCActive

Slight overlap · 5 shared positions

$BRZE $DDOG $KKR $WT $FCFS

$385M

137 positions

#21Raab & Moskowitz Asset Management LLCPassive

Slight overlap · 5 shared positions

$MAR $BRZE $KKR $TJX $PM

$450M

187 positions

#22SBI Securities Co., Ltd.Passive

Slight overlap · 4 shared positions

$GLDM $MAR $KKR $WT

$3.6B

4,018 positions

#23KRAEMATON INVESTMENT ADVISORS, INCPassive

Slight overlap · 4 shared positions

$GLDM $MAR $KKR $WT

$123M

99 positions

#24Oregon Pacific Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$BRZE $GLDM $KKR $WT $PM

$96M

105 positions

#25BRANDYWINE OAK PRIVATE WEALTH LLCActive

Slight overlap · 4 shared positions

$GLDM $MAR $DDOG $BRZE

$1.2B

229 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.